Kovack Advisors’s Powell Industries POWL Stock Holding History

Kovack Advisors’s Portfolio POWL Stock Details POWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$925K	Buy	3,318 +1,677	+102%	+$455K	0.04%	411
2026 Q1	$301K	Buy	+1,641	New	+$268K	0.02%	757

Other funds holding POWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kovack Advisors's POWL Position: Q2 2026 in Review

Kovack Advisors increased its Powell Industries (POWL) stake by 102% in Q2 2026, buying an estimated $455K and bringing the position to 3,318 shares worth $925K. The position accounts for 0.04% of the portfolio, ranked #411.

Kovack Advisors first reported a position in POWL in Q1 2026 and has held it in 2 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Kovack Advisors held 3,318 shares of Powell Industries worth $925K as of Q2 2026.
Kovack Advisors bought 1,677 Powell Industries shares in Q2 2026, an estimated $455K.
Powell Industries made up 0.04% of Kovack Advisors's portfolio in Q2 2026, its #411 holding.
Kovack Advisors first reported a position in Powell Industries in Q1 2026 and has held it in 2 quarters since.
581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.